Generate a Marketing Agreement

Introduction

FlyTask’s Generate a Marketing Agreement automation allows you to create a professional and fully customised agreement between a client and a marketing agency. Whether you're outlining campaign objectives, defining compensation, or setting confidentiality clauses, this tool ensures both parties’ expectations are clearly documented. By following the steps below and inputting the necessary details, you’ll have a comprehensive, AI-generated agreement sent directly to your inbox.

Steps to Generate a Marketing Agreement

1. Navigate to the Automation

Log into your FlyTask dashboard and locate the Generate a Marketing Agreement automation.
Click on the automation to begin.

2. Enter the Required Information

Fill out the form with the required details such as client and agency names, objectives, compensation, and other key inputs. The following section provides more detail on what’s required for each field.

3. Adjust AI Creativity

You can adjust the AI’s “temperature” to control how creative or conservative the agreement’s language will be. Higher values generate more creative content, while lower values produce predictable and formalised language.

4. Submit the Form

Once all fields are complete, click Submit to finalise the process and generate your agreement.

5. Receive the Agreement

You’ll receive the generated agreement in the email inbox you provided, within moments of submission.

Required Inputs

Each section below contains the necessary inputs you’ll need to provide in order to generate a marketing agreement. These inputs help customise the document to match the specific needs and expectations of the client and marketing agency.

Client and Agency Information

This section ensures that the agreement reflects the correct parties involved in the business arrangement. You’ll need to provide the names of both the client and the marketing agency.

Client Name

Why it's important: The client name identifies the party receiving the marketing services. This is essential for personalising the agreement and establishing who is responsible for approving the work.
Example: ABC Enterprises Ltd.
Tip: Ensure that the client’s registered name is used for legal clarity.

Marketing Agency Name

Why it's important: The marketing agency name establishes who is providing the services. This helps ensure that both parties are clearly defined in the agreement.
Example: XYZ Marketing Solutions
Tip: Use the official trading name of the agency for consistency.

Campaign and Work Scope

This section defines the objectives of the campaign and the work that the marketing agency will perform. Clear expectations on deliverables and timelines are key to avoiding misunderstandings.

Campaign Objectives

Why it's important: The campaign objectives outline the primary goals of the marketing efforts. These objectives form the basis for evaluating the success of the campaign and ensuring both parties are aligned on what needs to be achieved.
Example: Increase brand awareness and drive online sales through digital marketing efforts.
Tip: Be as specific as possible with objectives to avoid ambiguity later on.

Scope of Work

Why it's important: The scope of work defines exactly what tasks the marketing agency will be responsible for completing. This helps set clear expectations for the agency’s role and prevents misunderstandings.
Example: Develop and manage online advertising campaigns, social media strategy, and SEO optimisation.
Tip: Clearly define each component of the work to ensure there is no overlap or missed responsibilities.

Timeline

Why it's important: A defined timeline helps manage expectations for when tasks will be completed and sets deadlines for key deliverables.
Example: Campaign launch on 01/10/2024, with completion by 31/12/2024.
Tip: Include milestones if there are several phases to the project. This will ensure that progress can be tracked throughout.

Compensation and Performance

This section details how the marketing agency will be compensated and how the success of the campaign will be measured. Clearly defined terms around payment and performance metrics help to ensure accountability and clarity for both parties.

Compensation

Why it's important: Compensation outlines how much the client will pay for the services and under what terms. This ensures that there is financial clarity and agreement on payment schedules.
Example: £10,000 payable in two instalments.
Tip: Specify the payment terms clearly, including due dates and conditions for late payments.

Performance Metrics

Why it's important: Performance metrics allow both parties to agree on how the success of the campaign will be measured. This provides accountability and helps manage expectations regarding outcomes.
Example: Increase website traffic by 25% and generate 1,000 new leads within three months.
Tip: Choose measurable metrics that can be tracked and reported on regularly.

Legal and Confidentiality

This section covers legal aspects of the agreement, such as intellectual property ownership, confidentiality, and the terms for ending the agreement. Legal clauses ensure that both parties are protected and aware of their responsibilities.

Intellectual Property

Why it's important: This clause clarifies who owns the rights to any content or material created during the campaign. It's important to define ownership upfront to avoid disputes later on.
Example: All content created during the campaign will be owned by ABC Enterprises Ltd.
Tip: Ensure that the intellectual property ownership is clearly understood by both parties, especially if third-party resources are involved.

Confidentiality

Why it's important: Confidentiality clauses protect both parties by ensuring that sensitive information related to the campaign is not disclosed to third parties.
Example: Both parties agree to keep all campaign-related information confidential.
Tip: Make sure to define what constitutes confidential information and the duration of this clause.

Termination Clause

Why it's important: The termination clause sets out the conditions under which either party can end the agreement. This protects both parties if the business relationship needs to end prematurely.
Example: Either party may terminate the agreement with 30 days written notice.
Tip: Include any penalties or conditions tied to early termination.

Limitation of Liability

Why it's important: This limits the liability of the marketing agency in case something goes wrong during the campaign. It prevents the agency from being held responsible for more than what was agreed.
Example: XYZ Marketing Solutions' liability is limited to the amount of fees paid under this agreement.
Tip: Ensure this clause aligns with the risk appetite of both parties and any relevant insurance coverage.

Miscellaneous

Why it's important: Miscellaneous clauses cover any additional provisions that don’t fit under other categories but are still important to the agreement.
Example: All disputes will be subject to the jurisdiction of English courts.
Tip: Review this section carefully to ensure all necessary legal considerations are included.

Delivery & Customisation

This section relates to how the generated agreement will be customised and delivered to the user. You’ll need to provide an email address for delivery, and you have the option to adjust the AI’s creative output and the language of the agreement.

Email

Why it's important: This is the email address where the completed marketing agreement will be sent. Make sure this email is correct to avoid delays.
Example: your-email@company.com
Tip: Use a work email address that you check regularly.

Level of Creativity (AI Temperature)

Why it's important: This setting controls how creative the language in the generated agreement will be. Higher creativity can make the agreement more informal and creative, while lower values ensure a more structured, traditional legal document.
Example: Set between Very Low (0.1) to Very High (1.0).
Tip: Choose a level that fits the tone of your business relationship. For formal agreements, stick to lower creativity levels.

Language

Why it's important: The language of the agreement is key to ensuring both parties can understand the document. English (en-GB) is the default, but you can choose other languages as needed.
Example: en-GB
Tip: Choose the appropriate language based on the client’s location and preference.

Support & Troubleshooting

If you experience any issues while generating your marketing agreement or are unsure about any input fields, our support team is happy to assist you. Please contact us at support@flytask.com for further help.

Additionally, if the automation fails to generate the agreement or encounters any errors, you will receive an error message in your FlyTask dashboard, guiding you to reach out to support if needed.